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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,991 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,779 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,281 | $93,131+12.0% | $106,554-2.1% | $86,821+20.1% |
| Participation rate | 54.3% | 81.4%-27.1pp | 76.1%-21.8pp | 72.3%-18.0pp |
| Annual return | 19.17% | 19.45%-0.3pp | 26.80%-7.6pp | 97.94%-78.8pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,819-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $2,874 | $4,708-39.0% | $4,398-34.7% | $4,132-30.4% |
| Admin fee / account holder | $101 | $145-30.5% | $7,408-98.6% | $170-40.5% |